WPA

West Paces Advisors Portfolio holdings

AUM $502M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Sells

1 +$542K
2 +$531K
3 +$364K
4
MSFT icon
Microsoft
MSFT
+$236K
5
VTR icon
Ventas
VTR
+$166K

Sector Composition

1 Technology 9.68%
2 Financials 7.5%
3 Healthcare 6.92%
4 Consumer Discretionary 6.05%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9.31K 0.01%
200
327
$9.18K 0.01%
66
328
$8.96K 0.01%
153
329
$8.87K 0.01%
68
330
$8.87K 0.01%
44
331
$8.73K 0.01%
135
332
$8.72K 0.01%
88
333
$8.69K 0.01%
135
334
$8.55K 0.01%
157
335
$8.51K 0.01%
143
336
$8.49K 0.01%
560
337
$8.49K 0.01%
66
338
$8.46K 0.01%
120
339
$8.37K 0.01%
68
340
$8.25K 0.01%
214
341
$7.98K 0.01%
450
342
$7.96K 0.01%
180
343
$7.86K 0.01%
252
344
$7.78K 0.01%
150
-362
345
$7.77K 0.01%
171
346
$7.74K 0.01%
71
347
$7.7K 0.01%
26
348
$7.6K 0.01%
360
349
$7.57K 0.01%
260
350
$7.39K 0.01%
84